Barden Capital Management, Inc.

Q2 2026 13F-HR Holdings

Location
Austin, TX
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
53
Total value ($000)
$108,401
Net value change ($000)
-8,527 (-7.3%)
New positions
3
Sold out positions
8
Turnover %
9.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHA 2,059 NEW
CL 1,173 NEW
SCHX 1,101 15.2%
SPGM 821 14.1%
MU 748 NEW
SCHG 722 17.4%
SCHV 601 15.6%
PANW 590 51.1%
SLYG 552 24.3%
MDYG 417 18.3%
Top Reduces (Value $000, Stocks/ETFs)
SONY -1,898 -100.0%
JPM -1,698 -100.0%
NVDA -1,084 -20.1%
MA -1,079 -51.4%
SNPS -765 -100.0%
INTU -686 -100.0%
CASY -621 -30.3%
HCA -608 -42.5%
AMZN -597 -21.6%
AAPL -591 -18.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type